Method Community

Hi Dan, If you process your payments in Method via the Customers > Receive Payment screen, you have the option of selecting the “Auto apply payments?” option. If you use this along with the “Process with payment gateway when saving?” option, this will allow you to receive a payment, have it automatically apply to the ...

Hi Dan, I’m not familiar with this field. Can you direct me to where I can locate it in QuickBooks?  Audisho

Hi - How would you update the list builder to display more columns? It seems like the list is generated on some external site.

This may be a quickbooks question, but I'll give it a shot since we're trying to do as much inside Method as we can.  I have been able to configure the gateway and corresponding sync between Authorize.net, the transaction data loads just fine.  However, I can't figure out how to get those credit card payments to auto-post to ...

I can't seem to find where Territories (Departments) are used in Method.  My objective is to assign Customers to Territories (or Departments, which is the term Method appears to use).   To test this morning I added four new "Territories" in Quickbooks.  I then manually sync'd Method with Quickbooks.  The ...

Hi Conner, If you have 2 accounts that will have the same screens and workflow, but will connect to different QuickBooks files and contain different data, you may want to consider setting up your account for multi-tenancy. This will allow you to maintain a single version of your screens across multiple accounts. You can read about this in ...

Only the account that you are copying to needs to be a pro account. The other account can be either. Audisho

When copying a screen from one account to another, do both need to be in Pro Edition?

Hi Conner, The version of Method is set on a per account basis. In order to obtain access to the pro features, each licence on the account must be converted to a pro license. You may be able to downgrade to the standard version once you have completed copying the screens, assuming your account meets the requirements. For example; if any of the ...

My company has two seperate Method databases that we are in the process of creating (one for the US, and one for Europe). Both of these will have almost identical screens, so after I am done customzing the US database I want to just copy the screens over. I see that this option is available, but only for Method Pro Users. Am I able to convert ...